1627 Client Onboarding Jobs - Page 8

B2B AGRI-TECH MARKETPLACE Job Title: Tele-Onboarding Executive Location:Turbhe, Navi Mumbai Department: Onboarding/Activation Experience Required: 2 Years (Telesales / Inside Sales) Reports To: Team Lead - Onboarding & Activation Working days: Monday to Saturday (10 AM - 7 PM) Salary: 16 - 18k per month About TradeBridge: TradeBridge is a fast-growing agri-tech platform revolutionizing how agricultural stakeholders trade, access markets, and scale their business. We connect suppliers, traders, and agri-entrepreneurs through technology and services tailored to the rural economy. Key Responsibilities: Make outbound calls to potential customers (traders, suppliers, small businesses) from the provided database or leads. Explain the value proposition of TradeBridge and convert interest into onboarding. Follow up with leads and ensure completion of registration and activation steps. Maintain accurate records of calls, conversations, and status in CRM tools. Meet and exceed daily/weekly/monthly call and conversion targets. Address queries, concerns, and objections with clarity and confidence. Coordinate with the field team for further follow-ups or visits if needed. Share feedback from the field to improve scripts, lead quality, or product experience. Requirements: Minimum 2 years of experience in telesales, inside sales, or customer outreach roles. Strong communication and convincing skills in Hindi and/or regional languages. Experience working with CRM systems or lead tracking tools. Understanding of agri-tech, fintech, or rural supply chains is an added advantage.

businessWe're looking for a dynamic, proactive individual to join our Business development team. You'll be responsible for reaching out to potential authors, managing communication, expanding our client base, and promoting our research publication services. Sales incentives Performance bonus Retention bonus Referral bonus Job/soft skill training Flexi working

Are you ready to make a significant impact in the world of client onboarding and servicesAs a Technical Implementation Specialist, youll work closely with business partners and clients, ensuring seamless product implementation. Join us to be part of a dynamic team that values innovation and client satisfaction. Job Summary As a Technical Implementation Specialist within the Client Onboarding and Services (COS) group, you will coordinate all aspects of product implementation setups. You will handle a high volume of simultaneous requests, ensuring timely and efficient execution. Your role involves collaborating with tech teams and facilitating client discussions to understand requirements. Job Responsibilities Exhibit ownership and client satisfaction Manage clear expectations and timelines Communicate status updates to partners/clients Demonstrate creative problem-solving Adhere to policy and procedures Escalate and resolve issues promptly Record observations and escalate as needed Identify gaps and recommend solutions Handle multiple requests simultaneously Manage conflict and mobilize resources Assist in product setup per requirements Required qualifications, capabilities, and skills Communicate effectively verbally and in writing Analyze logically with attention to detail Manage multiple work requests efficiently Test mainframe or file systems Understand system, regression, or UAT testing Hold an engineering degree with relevant experience Work evening/night shifts willingly Preferred qualifications, capabilities, and skills Collaborate effectively with diverse teams Adapt quickly to changing environments Innovate solutions for complex challenges Lead projects with minimal supervision Utilize advanced technical skills Engage proactively with clients Enhance processes for efficiency Are you ready to make a significant impact in the world of client onboarding and servicesAs a Technical Implementation Specialist, youll work closely with business partners and clients, ensuring seamless product implementation. Join us to be part of a dynamic team that values innovation and client satisfaction. Job Summary As a Technical Implementation Specialist within the Client Onboarding and Services (COS) group, you will coordinate all aspects of product implementation setups. You will handle a high volume of simultaneous requests, ensuring timely and efficient execution. Your role involves collaborating with tech teams and facilitating client discussions to understand requirements. Job Responsibilities Exhibit ownership and client satisfaction Manage clear expectations and timelines Communicate status updates to partners/clients Demonstrate creative problem-solving Adhere to policy and procedures Escalate and resolve issues promptly Record observations and escalate as needed Identify gaps and recommend solutions Handle multiple requests simultaneously Manage conflict and mobilize resources Assist in product setup per requirements Required qualifications, capabilities, and skills Communicate effectively verbally and in writing Analyze logically with attention to detail Manage multiple work requests efficiently Test mainframe or file systems Understand system, regression, or UAT testing Hold an engineering degree with relevant experience Work evening/night shifts willingly Preferred qualifications, capabilities, and skills Collaborate effectively with diverse teams Adapt quickly to changing environments Innovate solutions for complex challenges Lead projects with minimal supervision Utilize advanced technical skills Engage proactively with clients Enhance processes for efficiency

Why we need this role We are looking for a detail-oriented and strategically minded Senior Analyst to join our Segmentation & Customer Onboarding team. This role is pivotal in driving analytical insights that shape customer acquisition and onboarding strategies, leveraging tools like Salesforce, Excel, and CRM platforms What you will do: • Design and implement customer segmentation frameworks to support targeted onboarding strategies • Optimize and manage workflows using Salesforce New Account Model for seamless onboarding • Analyze performance data to recommend process improvements and enhance customer experience • Collaborate with cross-functional teams to ensure accurate and efficient CRM data handling • Generate reports, dashboards, and actionable insights using advanced Excel skills • Utilize Dun & Bradstreet (D&B) datasets to enrich customer profiles and drive smarter segmentation • Ensure data integrity by maintaining data hygiene and conducting regular Salesforce audits What we’re looking for • Proven experience in customer segmentation and onboarding analytics • Proficiency in Salesforce, specifically the New Account Model • Strong command over Microsoft Excel – including pivot tables, advanced formulas, and data visualization • Solid understanding of CRM platforms and data architecture • Familiarity with D&B data services and their application in business analytics • Excellent communication skills and stakeholder management abilities • A knack for problem-solving and analytical thinking 3-5 years of experience with any gradution degree. Competencies Solving Complex Problems Interacting with People at Different Levels Prioritizing and Organizing Work Serving Customers Building and Supporting Teams Driving for Results Using Math Skills Continuous Process Improvement Data Management Data Analysis Research Reports Development Metadata Analysis Sales Tools Education A bachelor’s or master’s degree in business administration, marketing or a relevant field Roles and Responsibilities Senior Analyst, Customer OnBoarding & SalesForce Governance

Dear Candidates, Huge Opening for Fraud investigation/ Risk investigator Sal up to 7.5lpa Job Responsibilities: Monitor fraud queues to eliminate the fraud risk from the customer accounts and ensure risky transactions are stopped Conduct thorough investigations using internal tools to detect fraudulent activity Review chargeback data to identify meaningful patterns Provide insights on fraud trends for different Toast fintech products Discuss and work on the escalations to provide best solutions for customers Suggest and implement improvements to existing fraud SOPs and methodologies Provide insights to Data Analyst, Product and Engineering Teams to improve the existing fraud tools and procedures. Roles : Risk Assessment & Management. Fraud and Financial Crime Prevention. Internal Controls and Monitoring. Reporting and Documentation. Fraud and Financial Crime Prevention. Liaison with Regulators and Auditors. Risk Mitigation Strategy Development SAR/ATO/MONEY MULE Desired Candidate Profile: Possess good analytical skills - detail oriented Possess good communication skills, both oral and written With min 1 years Exp and above Mandatory Have a good attitude - should be committed to the work Work Location Bangalore Looking for International Banking Experience Qualifications & Experience: Education: Graduate with Exp can apply Experience: 1-4years of experience in risk management, compliance, or internal audit. Experience in financial services, banking, or the relevant industry is a plus . Call HR Sameera-9900975043(Whatsapp OR Call) Email ID sameera @thejobfactory.co.in

Looking for Inside Sales Executive fluent in Hindi, English, Telugu & one of Tamil/Malayalam/Marathi/Kannada. Role includes customer onboarding, CRM updates & product demos. Work from Office in Hyderabad. Should have excellent communcation skills.

Job Description: The role focuses on managing channel partners to drive on-ground sales of subscription packages. Key responsibilities include team hiring, training, and performance management, ensuring sales productivity through daily monitoring of KPIs, driving conversions, managing partner payouts, and achieving sales targets. The position also involves implementing incentive structures and ensuring timely reporting as per SOPs. Manage channel partners to drive the sale of paid subscription packages through on-ground sales teams. Oversee end-to-end team operations including hiring, training, performance management, and retention. Conduct daily team meetings to ensure consistent qualitative and quantitative inputs. Own the sales funnel by driving lead conversion and continuously improving sales productivity. Track and analyze key input metrics (e.g., data quality, hot leads) to enhance team efficiency and output. Ensure timely and accurate partner payouts following thorough due diligence. Boost team performance through structured incentive programs and promotional initiatives. Accountable for achieving daily, weekly, and monthly sales targets as per defined SOPs. Maintain timely and accurate reporting in prescribed formats for performance tracking and compliance. Key Skills: Proven experience in leading large teams across sales acquisition processes with a focus on performance and target achievement. Skilled in building strong team rapport through a consultative and collaborative sales approach. Excellent interpersonal abilities, including active listening, effective questioning, and strategic networking. Proficient in report management, data analysis, and aligning insights with business goals to drive results.2.5 times in a span of 4 years. Experience and education: MBA graduate with strong academics 3+ yrs. of experience in Sales / Acquisition / Retention Preference for candidates with team handling experience of 10+ team members in last 2yr

Job Title: Business Development Executive Location: Vashi, Navi Mumbai Reporting To: Business Head Type: Full-Time | Leadership Role Job Objective: To drive business growth by identifying and acquiring new clients for our People Outsourcing vertical, focusing on companies in need of outsourced support staff under our payroll model. Key Responsibilities: Client Acquisition & Business Development Identify and research target clients across industries. Generate leads through cold calling, networking, emails, and referrals. Conduct meetings with HR/Operations heads to present outsourcing solutions. Customize proposals and pitch decks to meet client needs. Sales Closure & Client Engagement Manage end-to-end sales cycle: from lead to onboarding. Negotiate commercials and finalize service agreements (SLAs). Coordinate with senior stakeholders for onboarding readiness. Internal Coordination Align with HR/Admin for service offerings and deployment plans. Communicate client expectations to ensure smooth execution. Maintain client data and sales pipeline using CRM tools. Market Intelligence Track industry trends and competitor activities. Share client feedback for continuous improvement. Key Performance Indicators (KPIs): Lead Generation: Weekly/monthly number of qualified leads. Client Meetings: Frequency and success of meetings. Conversion Rate: Lead-to-client conversion percentage. Revenue Contribution: Revenue generated from onboarded clients. Client Onboarding TAT: Turnaround time from lead to onboarding. Client Satisfaction Score (CSAT): Post-onboarding feedback rating. Qualifications & Skills: Bachelors degree in Business, Marketing, HR, or related fields. 3 - 5 years of B2B sales or staffing industry experience preferred. Familiarity with HR services or outsourcing domain is a plus. Strong communication and negotiation skills. Proficiency in MS Office, Zoho/HubSpot or similar CRM tools. Self-starter with strong problem-solving and interpersonal skills. Compensation: Competitive salary with performance-based incentives. Payouts will be structured based on successful client onboarding and business outcomes.

*Developing market share (new business opportunities) by conducting market research *Retaining existing and developing new clients by client relationship management. *Branding services of company, requirement mapping, onboarding & closing the deals. Required Candidate profile *Self-starter and individual contributor *Superior written & oral communication *Good insights on geographical area

Responsibilities: * Lead gen, client acq, revenue growth on Upwork * Use Salesforce, generate leads, close deals * Meet sales targets through biz dev strategies * Manage pipeline, forecast results, report progress

Job : Product Integration - BBPS Jobs in Mumbai (J49438)- Job in Mumbai Product Integration - BBPS (Job Code : J49438) Job Summary 2 - 7 Years Product Integration - BBPS BCA, BCS, BE-Comp/IT, BE-Other, BSc-Comp/IT, BSc-Other, BTech-Comp/IT, BTech-Other IT-Software/Software Services IT Software - Other Key Skills: Job Post Date: Wednesday, July 23, 2025 Company Description Our Client was founded by 3 IIMers in the year 2000. Client is an electronic presentment technology and payment services company. The Company is focused on leveraging technology to enable banks, businesses and other institutions to present invoices, statements and bills to consumers or businesses and receive payments against them. Their Product powers electronic payments and collections services for the largest banks and companies in India and also manages the bill payment service of Visa in India. It operates as a neutral service bureau aggregating multiple banks, billing companies and other corporations onto a common standards-based platform for delivering electronic payments and collection services across multiple electronic channels. Their Product manages these services across a range of access channels viz. Internet Banking, ATM Banking, Tele Banking, Mobile Banking etc. The Payment Gateway services of our Client enable customers to pay online using either their electronic banking accounts or credit cards. Job Description Work Location: Mumbai - (Andheri-W). Job Description / Responsibilities: As a part of the Integration and Support team, the person will lead the client onboarding process, ensuring seamless integration of our products while actively engaging with clients to address their needs. This role requires a strong understanding of APIs and good communication skills to facilitate collaboration across internal teams and deliver top-notch technical support. Responsibilities: Client Onboarding and Integration: Manage the onboarding process for new clients, ensuring smooth integration of our products and services. API Understanding: Utilize a functional understanding of APIs to facilitate integration and troubleshoot issues. Internal Coordination: Work closely with internal teams to ensure effective communication and coordination for integration projects. Client Interaction: Engage with clients to understand their needs, provide support, and resolve any integration-related issues. Documentation: Create and maintain clear documentation for integration processes and client interactions. System Testing: Perform UAT system integration testing to ensure compatibility and performance. Troubleshooting: Identify and resolve problems with integrations, providing technical support and guidance to clients and internal teams. Communication: Good communication skills - spoken & written.

We're hiring a BD Executive in Gurugram! Pitch brands, close deals, and grow with a fast-paced media startup. Must know social media, memes, and content. Field role with real impact. 12 yrs exp preferred. Hustlers welcome.

ABOUT THE ROLE AND OUR TEAM: Field sales experience is a must! Venue sales team will work on the assigned targets and make sure to help the business in growth. You will be engaged in the consultative selling pitch with the capability to handle clients. RESPONSIBILITIES : Managing the full lifecycle sales process to include qualifying, pitching, and closing with a focus on new business growth and creating a positive and productive customer experience Growing assigned region by consistently hitting monthly sales quotas and successfully manage a sales pipeline from start to finish Prospecting and identifying decision makers by making cold and warm calls Using a highly-consultative sales approach to promote WeddingWire products SUCCESSFUL CANDIDATES HAVE: Educational Qualification: Any Bachelors Degree Work Experience: 2-6 Years of Experience Must Have- Field Sales Experience Good communication skills (A good listener) Solution Selling High confidence in managing customer quoting & contracts Strong customer-facing acumen and communication skills Excellent organizational skills

Roles and Responsibilities Manage sales activities, including lead generation, cold calling, client acquisition, and onboarding. Develop new business opportunities through effective communication with clients and prospects. Identify potential customers' needs and provide tailored solutions to drive revenue growth. Collaborate with internal teams to ensure seamless delivery of services to clients. Analyze market trends and competitor activity to stay ahead in the industry. Lead a team of 4-5 sales executives Desired Candidate Profile 2-4 years of experience in B2B Sales or Business Development role. MBA/PGDM degree from a reputed institution (Any Specialization). Strong skills in Lead Generation, Cold Calling, Client Acquisition, Client Onboarding. Team handling experience is preferrable Male candidates are preferrable

New client acquisition and Key account mining within India Responsible for the P&L of the respective sectors Develop and implement sales strategies, manage a strong sales pipeline, and deliver on revenue targets through effective client engagement. To identify and deliver customized solutions to business problems and streamlines processes To invest in knowledge management of various industries and have an in-depth understanding of verticals handled through various networking forums. Stay abreast of competition, industry practices and opportunities in recruitment business Get engaged in social media activities to attract clients and opportunities in recruitment business Providing insight, market intelligence and counsel regarding industry verticals to team members Prepare and monitor progress on business plan and any other duty as assigned by the reporting manager

@ Request you to please share resume on shreya.sarraf@indiamart.com or you can WhatsApp resume on 9034322628. Roles & Responsibilities - Monitor and analyze key regional data (sales, team performance, client status, receivables). Accurately forecast weekly, monthly, quarterly, and annual revenue. Identify opportunities, address challenges, create action plans, and ensure sales targets are met. Recruit, develop, and retain top talent by providing training, development plans, and regular communication. Track performance metrics and boost team productivity. Drive results through incentive structures and sales promotions. Gather market feedback and provide insights for strategy and policy decisions. Generate sales opportunities by penetrating targeted accounts. Lead daily sales presentations and product demos with the team. Ensure timely follow-ups and closure of sales. Ensure payment collection as per company terms and adherence to sales processes. Conduct regular performance reviews to drive continuous improvement. Key skills- Quick thinking and problem-solving skills. Excellent verbal communication skills. Excellent active listening skills. Innovative vision and foresight to anticipate and create new opportunities that resonate with your customer.

Duration: 3 Month Internship + Full-Time (based on performance) Internship: Up to 5,000 + incentives Full-time: 4L12L (based on experience & performance Responsibility :Lead generation, Prospect identification,Outbound Prospecting & Cold Outreach

@ Request you to please share resume on shreya.sarraf@indiamart.com or you can WhatsApp resume on 9034322628. Roles & Responsibilities - Monitor and analyze key regional data (sales, team performance, client status, receivables). Accurately forecast weekly, monthly, quarterly, and annual revenue. Identify opportunities, address challenges, create action plans, and ensure sales targets are met. Recruit, develop, and retain top talent by providing training, development plans, and regular communication. Track performance metrics and boost team productivity. Drive results through incentive structures and sales promotions. Gather market feedback and provide insights for strategy and policy decisions. Generate sales opportunities by penetrating targeted accounts. Lead daily sales presentations and product demos with the team. Ensure timely follow-ups and closure of sales. Ensure payment collection as per company terms and adherence to sales processes. Conduct regular performance reviews to drive continuous improvement. Key skills- Quick thinking and problem-solving skills. Excellent verbal communication skills. Excellent active listening skills. Innovative vision and foresight to anticipate and create new opportunities that resonate with your customer.

You will be responsible for coordinating the onboarding process for new clients to ensure a smooth transition onto our platform. Conducting in-depth needs analysis with clients to customize solutions according to their requirements will be a key part of your role. Providing comprehensive training on product usage and services to clients is essential for effective client management. Responding promptly to client inquiries and resolving issues to maintain high levels of customer satisfaction will be a priority. Building strong relationships with clients to become a trusted advisor for their ongoing needs is crucial. Maintaining a deep understanding of our products and services to offer expert advice and support will be necessary. You will actively gather client feedback and communicate insights to the product and development teams for continuous improvement. Troubleshooting technical issues faced by clients and collaborating with the technical team for effective solutions are part of the job. Maintaining accurate records of client interactions, issues, and resolutions in the CRM system is important for tracking client history. Requirements: - Bachelor's degree, Technical Degree preferred - Minimum of 2 years in a customer-facing role (customer support, account management, client onboarding) - Strong technical acumen to troubleshoot software products effectively - Passion for delivering exceptional customer service and building lasting relationships - Proven ability to identify, analyze, and resolve problems promptly - Ability to work in a dynamic and fast-paced environment, adapting to changing client needs - Effective collaboration with cross-functional teams - Experience in the hospitality industry, hotel tech companies, and OTA companies is advantageous.,

The role involves ensuring seamless integration, compliance, and technical support coordination between internal teams and gateway partners. You will be responsible for developing customized solutions and pricing models to meet client needs in corporate sales and business development. Additionally, you will oversee onboarding processes, documentation, and integration support for new clients while acting as the primary point of contact for key accounts, handling escalations, and driving client satisfaction. You will be required to analyze industry trends, competitor offerings, and pricing strategies to provide strategic input for product development, new features, and market positioning. Maintaining accurate sales pipelines and forecasts, tracking KPIs, revenue contribution, and account health metrics will also be part of your responsibilities. The ideal candidate should possess excellent negotiation, communication, and stakeholder management skills with the ability to work independently and in cross-functional teams. Understanding regulatory frameworks like PCI-DSS, KYC/AML, and RBI guidelines will be advantageous. This is a full-time, permanent role that requires the applicant to have experience in managing banking relationships or working as a Relationship Manager. The work location is in person.,

About FundTQ FundTQ, located in Delhi, Gurgaon, and Mumbai, holds the position of #5 Investment Bank in India and has successfully closed 15+ marquee fundraising and mergers & acquisitions deals in the past 12 months. To explore the successful transactions facilitated by FundTQ, you can visit the website at https://fundtq.com/. Partners Background The partners at FundTQ come from diverse backgrounds such as CA, IIT & IIM, and have previously worked at KPMG, EY, and PWC. Each partner possesses over 14 years of experience, with a track record of closing multiple deals. Investors we work with FundTQ collaborates with prominent investors such as Medanta, Fortis, Adity Birla, Reliance, Adanis, Pepsi, Coca-Cola, Tatas, Mahindra, and Honda. Promoters/clients we work with The promoters and clients associated with FundTQ have an average revenue ranging from 100 Cr to 2000 Cr. As part of your role, you will be directly engaging with the promoters and founders of the companies. Designation Name: Analyst Sr. Associate (Only 5 openings) Job Location: Gurgaon Industry: Investment Banking, Fundraising & Merger & Acquisition Experience: 6 months - 8 years CTC: Competitive Travel: 20% travel required Working hours: 10 AM - 7 PM, 5.5 Days a week (2nd and 4th Saturday off) Communication Skills: Exceptional Communication & Convincing skills Qualification: Only Graduates or Masters from Marketing & Sales background Role Overview FundTQ is seeking a motivated and strategic professional to join our Business Development team. In this role, you will be responsible for sourcing, onboarding, and managing B2B clients in the investment banking sector. Your primary focus will involve engaging with startups, MSMEs, and investor networks to support fundraising and M&A transactions. Key Responsibilities - Deal Sourcing & Onboarding: Identify, evaluate, and onboard high-potential clients for fundraising and advisory services through outbound and inbound channels. - Client Acquisition & Relationship Management: Build and maintain relationships with startups, founders, and business owners, guiding them through the capital-raising process. - Investor Ecosystem Engagement: Collaborate with VCs, PEs, family offices, and HNIs to understand funding interests and match them with suitable opportunities. - Collaboration & Coordination: Act as a liaison between internal teams and clients to ensure seamless coordination on deliverables, due diligence, and communication. - Reporting & Insights: Maintain accurate records of deal progress, pipeline status, and investor interactions through MIS and dashboards. - Market Research & Intelligence: Conduct thorough industry research to identify market trends, new leads, and competitive benchmarks. - Event Participation: Represent the company at industry forums, startup events, and investor summits to enhance visibility and generate leads. Key Skills Required - Proven ability in deal sourcing and client onboarding - Strong communication, negotiation, and interpersonal skills - Knowledge of startup ecosystems, investor mandates, and capital raising - Basic understanding of financial terms, pitch decks, and business modeling - Proficiency in CRM, Excel, and reporting tools - Self-starter attitude with a business-driven mindset How to Apply If you are interested in the position, please send your application to hr@fundtq.com with the subject line "Application for Business Development [Your Name]". Benefits - Health insurance - Paid sick time Schedule - Day shift - Performance bonus - Quarterly bonus - Yearly bonus Application Question(s) - What's your current In-Hand CTC Work Location - In person Job Types: Full-time, Permanent,

As a Marketing Intern for a 6-month paid internship at our Bhubaneswar office, you will be responsible for client onboarding, lead generation, client coordination, and assisting with pre-sales presentations. Your role will involve assisting in onboarding new clients, managing communication, generating leads via online research and outreach, coordinating meetings and follow-ups with clients, as well as preparing PowerPoint presentations for client pitches. To excel in this role, you should be a graduate or final-year student in Marketing/Business or a related field, possess good communication skills, and have proficiency in MS Office. An eagerness to learn and work in a fast-paced environment is essential, and you must be available to work onsite. As part of this internship, you will receive a Certificate & Letter of Recommendation, gain hands-on experience with real clients, and have the potential for a full-time job offer post-internship. This is an onsite internship located in Bhubaneswar with a duration of 6 months. If you have expertise in PPT Presentation and are looking to kickstart your career in marketing, this opportunity is perfect for you.,

Citco is a global leader in fund services, corporate governance, and related asset services with staff across 80 offices worldwide. With more than $1 trillion in assets under administration, Citco delivers end-to-end solutions and exceptional service to meet clients" needs. Fund Administration is Citco's core business, and the alternative asset and accounting service is highly respected in the industry. Continuous investment in learning and technology solutions equips Citco's people to deliver a seamless client experience. As a core member of the Corporate Secretarial team, you will work with accomplished professionals to deliver award-winning services for complex fund structures that clients can depend upon. Your role includes handling day-to-day operations, corporate secretarial services for clients in foreign jurisdictions, assisting in new client onboarding, drafting board packs, agenda, and minutes for meetings, ensuring timely updates on tasks completed, managing work trackers, maintaining quality standards, developing expertise in software tools, collaborating with team members, attending training sessions, and driving process improvements. The ideal candidate is a Company Secretary with 1-3 years of post-qualification experience or a semi-qualified Company Secretary with 4-6 years of experience in the secretarial department. Fluency in English, flexibility, proactiveness, attention to detail, and excellent communication skills are essential. Citco values employee wellbeing and success, offering a range of benefits, training, education support, and flexible working arrangements. Diversity is embraced, with a focus on hiring from diverse backgrounds to foster innovation and mutual respect. Citco welcomes applications from individuals with disabilities, and accommodations are available upon request for candidates participating in the selection process.,

About the role In this role, you will lead the end-to-end technical implementation of ZoomInfo products, ensuring alignment with customer goals and delivering high-quality solutions. You'll troubleshoot and resolve complex issues, drawing on sound judgment and technical expertise. A key part of the role involves developing and documenting best practices for implementation and client engagement. Youll interact directly with clients through webinars and Q&A sessions, offering expert guidance and tailored solutions. Shift : 5 PM IST to 2 AM IST (OR) 7 PM IST to 4 AM IST What You will Do Technical Implementation: Complete the technical implementation of ZoomInfo products, providing advanced best practices and ensuring alignment with customer roles and objectives. Complex Issue Resolution: Troubleshoot and resolve complex problems where analysis may require reviewing a variety of factors. Exercise sound judgment within defined procedures and practices to determine appropriate action. Best Practices Development: Develop and document standard best practices for implementation and client engagement, sharing insights to improve overall service quality. Client Interaction: Engage with clients during webinars and Q&A sessions, providing expert insights and solutions to their queries. Mentorship: Mentor junior team members providing guidance and sharing expertise to foster their professional growth. Cross-functional Collaboration: Network with senior internal and external personnel to resolve issues and provide advanced support, leveraging expertise to enhance collaboration. Feedback Culture: Actively support a feedback culture, offering and seeking feedback to improve team performance and client satisfaction. Documentation: Document complex integration processes and client requirements accurately, ensuring clarity and consistency. What you Bring Experience : 3 to 6 years of technical troubleshooting, or customer onboarding in the SaaS industry. CRM : Advanced understanding of any CRM implementation as Admin is mandatory Certifications : Relevant certifications in CRM and Marketing Automation platforms are highly desirable. Problem-Solving Skills : Proven ability to troubleshoot and resolve complex technical issues independently. Communication Skills : Excellent verbal and written communication skills, with the ability to convey technical concepts to non-technical audiences. Client Engagement : Demonstrated success working with a wide range of customers, particularly those with complex go-to-market strategies. Handles complex projects and technical challenges that require a high level of expertise and problem-solving skills. Customizes advanced integration solutions and addresses a wide range of client-specific needs. Exercises significant judgment in decision-making processes, considering various factors and potential impacts Operates with minimal supervision, receiving broad guidance and direction on goals and outcomes.

SUMMARY Job Title: L1- Transaction Monitoring Analyst Job Role: Senior Process Executive /Subject Matter Expert Relevant Experience Desired: 1.5 yr - 8 Yr Location: Hyderabad Shift: US Shift Education: Bachelor’s degree in commerce or accounting/ Any other Degree with relevant experience. Responsibilities: Conducting initial review of customer account activity flagged by the Bank’s automated monitoring system. Identifying potential unusual activities in the account. Writing comprehensive analysis/risk assessment of the account activity and providing detailed disposition for alert closure or escalation. Ensuring all procedural and guidance documents remain current and compliant with regulatory and legal requirements as well as Global Standards. Maintaining a high degree of knowledge of appropriate BSA and OFAC laws and regulations. Collaborating with the Bank’s Financial Intelligence Unit to identify and report potentially suspicious activity. Interacting with branch personnel regarding unusual activity to determine appropriate resolution. Performing other related duties as assigned by the Alert Disposition Team Leader and BSA Manager of the Financial Intelligence Unit. Prior experience with reviewing and working alerts, preferably in the financial intelligence unit of a financial institution, as well as analyzing or managing financial crime investigative processes. Professional proficiency in reading, writing, and speaking English. Requirements 1.5-8 years of relevant experience Bachelor’s degree in commerce or accounting, or any other degree with relevant experience Prior experience with reviewing and working alerts, preferably in the financial intelligence unit of a financial institution Professional proficiency in English